How to Automate Failed Payment Follow-Ups

Learn how to automate failed payment follow-ups using Pabbly Connect with Mailchimp, PayPal, Stripe, and more. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate failed payment follow-ups, start by accessing Pabbly Connect. This platform allows you to integrate various applications seamlessly. Open your browser and navigate to Pabbly.com/connect to reach the Pabbly Connect homepage.

Once there, you have two options: ‘Sign In’ for existing users or ‘Sign Up Free’ for new users. If you are new, signing up will provide you with 100 free tasks each month to explore Pabbly Connect. After signing in, you will be directed to the Pabbly apps window, where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow to automate the follow-up process. Click on the ‘Create Workflow’ button, which will prompt you to select the workflow builder. Choose the ‘New Beta’ option for a modern experience.

• Select the ‘New Beta’ version for a faster workflow.
• Name your workflow as ‘Automate Failed Payments Follow-Ups’.
• Choose a folder for organizing your workflow.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. You will now see your new workflow ready for configuration. Remember, the automation process relies on triggers and actions, which are essential in setting up your follow-up strategy.

3. Setting Up the Trigger for Failed Payments

In this section, you will set up the trigger for failed payments using Pabbly Connect. Choose ‘Razer Pay’ as your trigger application and select ‘Payment Failed’ as the event. Click on ‘Connect’ to establish a link between Razer Pay and Pabbly Connect.

After connecting, Pabbly Connect will generate a webhook URL. Copy this URL and navigate to your Razer Pay account. Go to the ‘Developers’ section, select ‘Webhooks’, and click on the ‘Add’ button to create a new webhook. Paste the copied URL and select ‘Payment Failed’ as the active event.

• Paste the webhook URL in Razer Pay.
• Leave the secret field blank.
• Click on ‘Create Webhook’ to save your settings.

Once saved, return to Pabbly Connect to test the webhook by making a dummy payment. This step is crucial to ensure that the trigger is functioning correctly and that you can receive notifications for failed payments.

4. Configuring Actions for Email and SMS Follow-Ups

After successfully setting up your trigger in Pabbly Connect, the next step is to configure actions that will send follow-ups via email and SMS. Start by adding an action step and selecting ‘Gmail’ as your application, then choose ‘Send Email’ as the event. Click on ‘Connect’ to link your Gmail account.

Once connected, you will need to fill in the details for the email. For the sender name, use your brand name, and for the recipient email, map the customer’s email from the trigger step. Set the email subject to ‘Your Payment is Pending. Please Complete It’ and craft the email content using HTML for a professional appearance.

Map the customer’s email address from the trigger data. Use HTML content for an attractive email format. Click ‘Save and Send Request’ to send the email.

After successfully sending the email, proceed to configure the SMS follow-up using Twilio. Select Twilio as your application and choose ‘Send SMS’ as the event. Connect your Twilio account and enter the required information, including the SMS body and recipient phone number, mapping the customer’s phone number for personalized delivery.

5. Finalizing the Automation Workflow in Pabbly Connect

With the email and SMS actions set, you can finalize your automation workflow in Pabbly Connect. Review all the steps to ensure accuracy. Make sure that both the email and SMS follow-ups are correctly configured to send immediately after a payment failure.

Once everything is set up, test your workflow by simulating a failed payment again. Check your email and SMS to confirm that the follow-ups are being sent as intended. This testing phase is critical to ensure that your automation works flawlessly.

After confirming that your automation is functioning correctly, you can activate your workflow. This will allow Pabbly Connect to monitor for failed payments and send follow-ups automatically, ensuring your customers are reminded to complete their payments.

Conclusion

In this tutorial, we explored how to automate failed payment follow-ups using Pabbly Connect. By integrating applications like Razer Pay, Gmail, and Twilio, you can ensure timely reminders for your customers. This automation not only streamlines your process but also enhances customer experience.